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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
2201
O'Shaughnessy Asset Management
Connecticut
$373K -$1.08M -18,817 -73%
TPW
2202
Tiller Private Wealth
Pennsylvania
$373K +$28.5K +498 +8%
OMC
2203
Old Mission Capital
Illinois
$372K +$396K +6,916 New
BFG
2204
Barber Financial Group
Kansas
$371K -$21.3K -373 -5%
BFC
2205
Bedel Financial Consulting
Indiana
$371K -$286 -5 -0.1%
MAM
2206
Marotta Asset Management
Virginia
$369K -$14.9K -261 -4%
FSCM
2207
Front Street Capital Management
Montana
$369K – – –
PCMC
2208
Private Capital Management (Colorado)
Colorado
$368K -$37.1K -648 -9%
MTC
2209
McDaniel Terry & Co
Texas
$368K -$5.38K -94 -1%
DDPIC
2210
Deroy & Devereaux Private Investment Counsel
Michigan
$367K +$139K +2,438 +55%
MHR
2211
Matthew Hamilton Rosenberg
$367K +$390K +6,818 New
SHWM
2212
Smith & Howard Wealth Management
Georgia
$366K -$27.7K -484 -7%
HFP
2213
Holistic Financial Partners
Indiana
$366K -$16.4K -287 -4%
AIA
2214
AIMZ Investment Advisors
California
$366K – – –
GLR
2215
Great Lakes Retirement
Ohio
$365K -$89.1K -1,558 -19%
HCM
2216
Huber Capital Management
California
$365K – – –
PBO
2217
Peoples Bank (Ohio)
Ohio
$364K – – –
JWCA
2218
J.W. Cole Advisors
Florida
$363K -$7.07M -123,518 -95%
IWP
2219
Icon Wealth Partners
Texas
$363K +$386K +6,747 New
TC
2220
Trust Company
Kansas
$362K -$36.9K -645 -9%
MFW
2221
Mosaic Family Wealth
Missouri
$362K +$744 +13 +0.2%
AF
2222
AtlasMark Financial
Texas
$361K – – –
TNA
2223
True North Advisors
Texas
$360K +$4.81K +84 +1%
DS
2224
DRW Securities
Illinois
$360K +$168K +2,933 +78%
MA
2225
MONECO Advisors
Connecticut
$359K -$26.6K -465 -7%